Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $86B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$708M
AUM Growth
+$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$2.03M
3
+$1.92M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.69M
5
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$1.57M

Top Sells

1
+$4.37M
2
+$2.92M
3
+$1.76M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.42M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.26M

Sector Composition

1 Technology 6.17%
2 Financials 3.87%
3 Industrials 3.71%
4 Healthcare 3.55%
5 Communication Services 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$256K 0.04%
4,966
+701
402
$255K 0.04%
4,123
+307
403
$253K 0.04%
9,031
+85
404
$251K 0.04%
10,048
-220
405
$250K 0.04%
7,260
+48
406
$250K 0.04%
19,896
+800
407
$248K 0.04%
8,938
+669
408
$247K 0.03%
4,901
-169
409
$246K 0.03%
4,780
-617
410
$243K 0.03%
3,542
-200
411
$242K 0.03%
9,111
-3,193
412
$241K 0.03%
5,877
-500
413
$239K 0.03%
1,447
+350
414
$238K 0.03%
+5,506
415
$238K 0.03%
9,344
-65
416
$237K 0.03%
86
+1
417
$236K 0.03%
6,177
-1,277
418
$236K 0.03%
3,752
419
$235K 0.03%
+2,111
420
$235K 0.03%
4,395
-347
421
$233K 0.03%
+1,601
422
$231K 0.03%
+5,513
423
$230K 0.03%
8,026
-1,724
424
$229K 0.03%
+9,683
425
$228K 0.03%
+12,712
15 16
17
18 19